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James Bernstein, Cfa Email & Phone Number

Investment Analyst at Mutual Trust Pty Ltd
Location: Melbourne, Victoria, Australia 4 work roles 3 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Investment Analyst
Location
Melbourne, Victoria, Australia
Company size

Who is James Bernstein, Cfa? Overview

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Quick answer

James Bernstein, Cfa is listed as Investment Analyst at Mutual Trust Pty Ltd, a company with 222 employees, based in Melbourne, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for James Bernstein, Cfa.

James Bernstein, Cfa previously worked as Investment Analyst, Senior Associate at Vanguard Australia and Senior Associate at Macquarie Group. James Bernstein, Cfa holds Master Of Applied Finance, With Excellence from Unsw Business School.

Company email context

Email format at Mutual Trust Pty Ltd

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Mutual Trust Pty Ltd

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Profile bio

About James Bernstein, Cfa

James Bernstein, Cfa is a Investment Analyst at Mutual Trust Pty Ltd.

Current workplace

James Bernstein, Cfa's current company

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Mutual Trust Pty Ltd
Mutual Trust Pty Ltd
Investment Analyst
Melbourne, VIC, AU
Employees
222
AeroLeads page
4 roles

James Bernstein, Cfa work experience

A career timeline built from the work history available for this profile.

Investment Analyst, Senior Associate

Current

Melbourne, Victoria, Australia

Jun 2023 - Present

Senior Associate

Melbourne, Victoria, Australia

Apr 2023 - Jun 2023
Team & coworkers

Colleagues at Mutual Trust Pty Ltd

Other employees you can reach at mutualtrust.com.au. View company contacts for 222 employees →

3 education records

James Bernstein, Cfa education

FAQ

Frequently asked questions about James Bernstein, Cfa

Quick answers generated from the profile data available on this page.

What company does James Bernstein, Cfa work for?

James Bernstein, Cfa works for Mutual Trust Pty Ltd.

What is James Bernstein, Cfa's role at Mutual Trust Pty Ltd?

James Bernstein, Cfa is listed as Investment Analyst at Mutual Trust Pty Ltd.

Where is James Bernstein, Cfa based?

James Bernstein, Cfa is based in Melbourne, Victoria, Australia while working with Mutual Trust Pty Ltd.

What companies has James Bernstein, Cfa worked for?

James Bernstein, Cfa has worked for Mutual Trust Pty Ltd, Vanguard Australia, and Macquarie Group.

Who are James Bernstein, Cfa's colleagues at Mutual Trust Pty Ltd?

James Bernstein, Cfa's colleagues at Mutual Trust Pty Ltd include Previn J., Peter W. Yates Am Ftse, Sonia Gorgievska, Brad Simmons, and Jessica Cardwell.

How can I contact James Bernstein, Cfa?

You can use AeroLeads to view verified contact signals for James Bernstein, Cfa at Mutual Trust Pty Ltd, including work email, phone, and LinkedIn data when available.

What schools did James Bernstein, Cfa attend?

James Bernstein, Cfa holds Master Of Applied Finance, With Excellence from Unsw Business School.

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